Franklin Electric Co., Inc. · NASDAQ:FELE
Franklin Electric — Baird 2017 Global Industrial Conference
15 slides from Franklin Electric's conference presentation, Nov 7, 2017
Slide 1: Baird 2017 Global Industrial Conference
Baird 2017 Global Industrial Conference November 7, 2017
Slide 2: Safe Harbor Statement
2 SAFE HARBOR STATEMENT: “Safe Harbor” Statement under the Private Securities Litigation Reform Act of 1995. Any forward-looking statements contained herein, including those relating to market conditions or the Company’s financial results, costs, expenses or expense reductions, profit margins, inven
Slide 3: Third Quarter Year to Date 2017 Results
Third Quarter Year to Date 2017 Results Amounts in millions except share data 3Q YTD 2017 3Q YTD 2016 % + Prior Year Sales $836.7 $710.3 18% Operating Income (a) $86.1 $84.7 2% EPS (a) $1.50 $1.27 18% 3 (a) Before Restructuring Expenses
Slide 4: Strategic Focus
4 STRATEGIC FOCUS: To grow as a global provider of water and fuel systems, through geographic expansion and product line extensions, leveraging our global platform and competency in system design.
Slide 5: Strategic Focus
Strategic Focus 5 Residential, Agricultural, Commercial Water Systems $6.0 B Global Market Potential(1) Complete Fueling Systems $1.2 B Global Market Potential(1) (1) Current Franklin management estimates Strong Brand Franchise #1 or #2 in Addressable Markets Growing Global Footprint Fragmented Cust
Slide 6: Global Footprint
6 Global Footprint Locations with 50+ employees New sites, last 5 years
Slide 7: Sales in Developing Regions
Sales in Developing Regions $92 $149 $226 $218 $246 $286 $335 $356 $413 $459 $481 $0 $50 $100 $150 $200 $250 $300 $350 $400 $450 $500 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 ($ in milli o n s) 7 CONSTANT CURRENCY
Slide 8: Water Systems, Fueling Systems, Product Line Extensions
8 Water Systems Fueling Systems Product Line Extensions
Slide 9: Annual Organic Growth Summary 2012 to 3Q 2017
(a) Sales growth excluding the impact of acquisitions for the first twelve months of ownership and the impact of Foreign Exchange. Annual Organic Growth(a) Summary – 2012 to 3Q 2017 9 2017 Goal is 5% to 7% 2012 2013 2014 2015 2016 3Q YTD 2017 4.9% 6.8% 7.8% -7.2% 5.1% 3.2% 7.1% 5.9% 11.7% 2.1% 5.2%
Slide 10: New Distribution Segment
NEW DISTRIBUTION SEGMENT 10 2018 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 FUEL IN G 2015 2017 2016 W A TE R Acquisitions 2004
Slide 11: Headwater Companies
HEADWATER-) COMPANIES
Slide 12: Why Headwater?
Why Headwater? Headwater is a direct result of a shared vision to safeguard the long-term success of groundwater distribution channels. Functioning as a holding company and investment vehicle, The Headwater Companies will support the continued growth and success of the entire groundwater industry. 1
Slide 13: Headwater Companies
2M Company, Inc. Drillers Service, Inc. 2MDSI/Headwater Wholesale Western Hydro 13
Slide 14: Headwater Strategic Objectives
2M Company, Inc. Drillers Service, Inc. 2MDSI/Headwater Wholesale Western Hydro • Extend our position in groundwater • Move closer to contractor • Opportunities to move into adjacencies: – Filtration – Treatment – Irrigation – Commercial 14
Slide 15: Baird 2017 Global Industrial Conference
Baird 2017 Global Industrial Conference November 7, 2017
Franklin Electric — Baird 2017 Global Industrial Conference on 6ix